Daniel Lupo Location
New York, NY, US
Daniel Lupo Work
- 2025 - now Research Analyst @ Sona Asset Management
- 2021 - 2025 Senior Vice President @ Jefferies
- 2018 - 2021 Vice President @ Jefferies
- 2016 - 2018 Associate @ Jefferies
- 2016 - 2016 Equity Research Associate @ Telsey Advisory Group
- 2014 - 2016 High Yield Research Analyst @ Stifel Financial Corp.
- 2014 - 2014 Audit Intern @ KPMG US
- 2012 - 2014 Saint Leo University Accounting Club President @ Saint Leo University
- 2012 - 2014 Accounting and Economics Tutor @ Saint Leo University
- 2013 - 2013 Accounting and Finance Intern @ Priceline
Daniel Lupo Education
- The University of Connecticut School of Business2014 - 2015
- Saint Leo University
Bachelor's Degree (Accounting)
2011 - 2014 - Methodist University2010 - 2011
- Notre Dame Catholic High School2006 - 2010
Daniel Lupo Skills
- Microsoft Excel
- Accounting
- Accounts Payable
- Budgets
- Financial Reporting
- Forecasting
- PowerPoint
- QuickBooks
- Auditing
- Leadership
Daniel Lupo Summary
Daniel Lupo, based in New York, NY, US, is currently a Research Analyst at Sona Asset Management. Daniel Lupo brings experience from previous roles at Jefferies and Telsey Advisory Group. Daniel Lupo holds a 2014 - 2015 The University of Connecticut School of Business. With a robust skill set that includes Microsoft Excel, Accounting, Accounts Payable, Budgets, Financial Reporting and more. Daniel Lupo has 2 emails and 1 mobile phone numbers on RocketReach.
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